CRM & Sales Hub

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    • Hello, I have an issue and wonder if there is a solution. For example we have in our customer list cases like this so the companie's name is pandabuy, in our list there is a pandabuy for 7 different cities, so panda buy paris, panda buy tokio etc, and these are registred as different companies or customers. Would it be possible to collect these 7 shops in 1 company account panda buy. In this way the list would be more clean. Thank you in ...read more
    • Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a report that shows involvement per user Sure - I could create multiple reports for each user property so you can see how often someone was assigned in each property BUT that comes with the downside o ...read more
    • Hi all, We're looking for good scheduling software we can integrate with. We schedule estimates but don't assign them to the sales reps till the day before because we assign appointments based off of sales performace over the last two weeks and estimate location distances from each other. Whats the best scheduling software to intigrate with for this? Any pointers on achieving this would be great! ...read more
    • Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task. Thanks! ...read more
    • Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dropdown list and record dates for said activities associated to a lead/contact. Additionally, would like a custom report that shows a) all activities of a particular sales rep and b) all activites acro ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
6 upvotes
0 Reply
MHedtcke on May 29, 2024
It would be helpful to our team if there was a required "notes" field int the "book a meeting with me" link. We keep these in our signature and sometimes meetings with potential new customers show up on our calendars without any context. We wan read more
0 upvote
1 Reply
Hall of Famer | Partner
May 29, 2024
Hi @MHedtcke , No need to request this, it is already possible 🙂 https://knowledge.hubspot.com/meetings-tool/manage-schedu...read more
Humashankar on May 29, 2024
In today's fast-paced sales horizon, efficiently identifying and prioritizing high-quality leads is crucial for success. Manual lead scoring can be time-consuming and prone to errors, leading to missed opportunities and wasted resources. That's wher read more
JVanpachtenbe on May 29, 2024
Hello all I have created a property on deal level which are users in hubspot. e.g. subcontractors. Now the populated list in the dropdown (on deal level) contains all users, eg also marketing & sales people, but I only need the users linked to read more
0 upvote
2 Replies
Participant
May 29, 2024
Too bad, would be a great idea as improvement. Thy.
Solved
rafazatti on May 29, 2024
I need to create a report to understand the volume of my leads per channel. The idea is to show how many leads each channel brings every month in each lifecycle stage. This should reflect the fluctuations rather than cumulative numbers. To achieve t read more
Participant
May 29, 2024
Solved! Thank you @karstenkoehler
Solved
OBetzalel on May 29, 2024
Hi, I have a question regarding a workflow. I have a field: "Renewal Date" for a future date. I want to send an email notification 60 days before the "Renewal Date", will it work to send it one time only? for example, it will send 60 days before read more
0 upvote
9 Replies
Hall of Famer | Partner
May 29, 2024
@OBetzalel correct.
Mykremin on May 29, 2024
Hi Is it possible to create/update a contact with a marketing status (marketing-contact or non-marketing contact) and the marketing_status source name from the API?
0 upvote
1 Reply
Contributor | Diamond Partner
May 29, 2024
Hi @Mykremin They do not seem to be accessible via API. In fact, if we look at the definition of these fields, we can see the following: ...read more